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Subscription plans
Your subscription scales with which products you use (CashSheet, CutSheet, CashSheet AI), how many facilities you operate, and the size of your operation. Plans are not posted publicly because the spread between a one-plant fabricator and a five-plant operation is too wide for a per-seat tier to be honest.
Sign in at accounts.cashsheets.com and open Subscriptions to see your current plan, billing period, and what's included.
Updating your payment method
Payment is processed by Stripe. Card and ACH supported.
- Sign in at
accounts.cashsheets.com. - Open Subscriptions → Payment Methods.
- Click Add payment method. The form is hosted by Stripe — we never see your card or account number.
- Set the new method as default. The previous one stays on file as a backup; remove it if you don't want it.
Renewals automatically use the default method. If a charge fails, we'll email you immediately and retry for up to 7 days before suspending.
Viewing invoices and billing history
Subscriptions → Billing History. Every invoice we've issued is listed with date, amount, status, and a download link for the PDF.
If you need a custom-format invoice (different format for your AP team, special PO reference, etc.), email [email protected].
Trial periods
New customers can run on a 14-day trial silo to evaluate. The trial silo is identical to a paid silo in every respect — same data isolation, same features, same support. At the end of the trial, you either upgrade to a paid plan or the silo is suspended (data preserved for 30 days, then deleted).
Trial extensions are possible if you need more time. Email [email protected] before the trial ends.
Upgrading, downgrading, or canceling
Most plan changes are reversible without data loss. Subscriptions → Change Plan for self-serve changes within the same product family. For changes that affect multiple products (e.g. adding CutSheet to a CashSheet-only plan), our team scopes the change and adjusts on your next billing cycle — email [email protected].
Cancellation: month-to-month plans can be canceled from Subscriptions → Cancel Subscription. The silo stays active through the end of the current billing period; data is preserved for 30 days post-cancellation in case you want to restart, then permanently deleted. You can export everything via the data export tool before then.
Updating organization info
Legal name, billing address, tax ID, and contact information are managed at Subscriptions → Organization. Changes propagate to invoice headers immediately.
The tenant slug (your subdomain, e.g. blythe.cashsheets.com) is not editable after provisioning — it's baked into too many places to safely change. If you really need a new slug, contact support; we can stand up a new silo and migrate the data, but it's a project.
Your profile and password
Each person manages their own profile at accounts.cashsheets.com/profile — name, email, password, two-factor settings.
Two-factor authentication is recommended for all admins. Enable it from Profile → Security → Two-Factor. We support TOTP authenticator apps (Google Authenticator, Authy, 1Password) and hardware security keys via WebAuthn.
Suspending and reactivating
If you need to pause your subscription temporarily — seasonal operation, business shutdown — a tenant can be moved to suspended status. Suspended silos are read-only: existing users can sign in and view data, but no new transactions can be created. Billing pauses for the suspension window.
Suspension is initiated from the platform admin side, not self-serve. Email [email protected] with the start and end dates.